Enable Dark Mode!
pos-loyality.png
By: Jesni

POS Loyalty Program

Functional Pos

In Odoo POS loyalty helps to encourage our customers via giving points and gifts for their sale. We can give different types of rewards for our customers like a discount, gift, and POS re-sale.

Odoo POS Loyalty program helps you to encourage your customer via giving points and gifts for their sale.

 

Configuration:

- In the Point of Sale application, Go to Configuration -> Settings.

- You can tick Manage loyalty program with point and reward for customers.


https/blog/Uploads/BlogImage/pos-loyality.png

Define a loyalty program

- Go to Configuration -> Loyalty Programs and click on Create.

- You can assign a name and a number of points given by currency, by order or by-product. Extra rules can also be added such as extra points on a product.



https/blog/Uploads/BlogImage/pos-loyality.png

You can configure any rule by setting some configuration values.

- Name: An internal identification for this loyalty program rule

- Type: Does this rule affects products or a category of products?

- Target Product: The product affected by the rule

- Target Category: The category affected by the rule

- Cumulative: The points won from this rule will be won in addition to other rules

- Points per product: How many points the product will earn per product ordered

- Points per currency: How many points the product will earn per value sold


https/blog/Uploads/BlogImage/pos-loyality.png

You can also set rewards by clicking on Add an Item under Rewards.


https/blog/Uploads/BlogImage/pos-loyality.png

Types of reward

Resale: Convert your points into money. Set a product that represents the value of 1 point

Discount: Give a discount for a number of points. Set a product with a price of 0 € and without any taxes

Gift: Give a gift for a number of points

 

Now you are ready to start your point of sale session.

Go to Configuration -> Point of Sale

Set the loyalty program you want to set as follow


https/blog/Uploads/BlogImage/pos-loyality.png

- To start point of sale you need to set a customer on the order.

- Click on Customer and select the right one.

- Loyalty points will appear on the screen.


https/blog/Uploads/BlogImage/pos-loyality.png

You can also give rewards to the selected customer through clicking “Rewards”


https/blog/Uploads/BlogImage/pos-loyality.png

Then select one of the Rewards from a wizard


https/blog/Uploads/BlogImage/pos-loyality.png

You can also view loyalty points from customer list as follow


https/blog/Uploads/BlogImage/pos-loyality.png

You can also have look at our blog about Loyalty Programs in Odoo 13 POS

Odoo BlogsOdoo Development TutorialsOdoo 13 Book


If you need any assistance in odoo, we are online, please chat with us.



1
Comments

small business grants

Heya i'm for the first time here. I found this board and I to find It really useful & it helped me out a lot. I hope to present one thing again and aid others like you aided me.

05/06/2017

-

6:29AM



Leave a comment



whatsapp
location

Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

location

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

location

Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

Send Us A Message